Articles
Add a Customer Contact
There are two types of Contacts, Customer Contacts and Site Contacts. A Customer Contact is the person your company would contact to speak about billing matters. Customer Contacts are created and maintained on the Customer record. A Site Contact...
Edit a Customer Contact
Customer Contact records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed. Locat...
Delete a Customer Contact
Customer Contact records are attached to a Customer record, so you must first access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers. The Customers list will be displayed. Locat...